Loomis, Sayles & Company
BURL icon

Loomis, Sayles & Company’s Burlington BURL Stock Holding History

Loomis, Sayles & Company’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$654K Buy
2,011
+323
+19% +$98.9K ﹤0.01% 516
2025
Q4 		$488K Buy
1,688
+1,514
+870% +$411K ﹤0.01% 511
2025
Q3 		$44.3K Buy
+174
New +$47.3K ﹤0.01% 624
2025
Q1 		– Sell
-330
Closed -$94K – 732
2024
Q4 		$94K Hold
330
– – ﹤0.01% 565
2024
Q3 		$87K Buy
330
+175
+113% +$45.3K ﹤0.01% 563
2024
Q2 		$37K Buy
+155
New +$31.9K ﹤0.01% 655
2024
Q1 		– Sell
-37
Closed -$7K – 729
2023
Q4 		$7K Sell
37
-12
-24% -$1.79K ﹤0.01% 838
2023
Q3 		$7K Buy
+49
New +$7.86K ﹤0.01% 860
2022
Q1 		– Sell
-425
Closed -$124K – 1010
2021
Q4 		$124K Hold
425
– – ﹤0.01% 593
2021
Q3 		$121K Hold
425
– – ﹤0.01% 569
2021
Q2 		$137K Sell
425
-146
-26% -$46.5K ﹤0.01% 542
2021
Q1 		$171K Buy
571
+82
+17% +$22.3K ﹤0.01% 513
2020
Q4 		$128K Hold
489
– – ﹤0.01% 521
2020
Q3 		$101K Hold
489
– – ﹤0.01% 536
2020
Q2 		$96K Buy
+489
New +$92.1K ﹤0.01% 529

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's BURL Position: Q1 2026 in Review

Loomis, Sayles & Company increased its Burlington (BURL) stake by 19% in Q1 2026, buying an estimated $98.9K and bringing the position to 2,011 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Loomis, Sayles & Company first reported a position in BURL in Q2 2020 and has held it in 15 quarters since. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • Loomis, Sayles & Company held 2,011 shares of Burlington worth $654K as of Q1 2026.
  • Loomis, Sayles & Company bought 323 Burlington shares in Q1 2026, an estimated $98.9K.
  • Burlington made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #516 holding.
  • Loomis, Sayles & Company first reported a position in Burlington in Q2 2020 and has held it in 15 quarters since.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.